See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $459,219 | $167,484+174.2% | $151,611+202.9% | $134,475+241.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.76% | 7.80%-22.6pp | 3.33%-18.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $6,949 | $6,829+1.8% | $6,166+12.7% | $4,740+46.6% |
| Participant deferral / active EE | $14,093 | $8,986+56.8% | $8,363+68.5% | $6,400+120.2% |
| Admin fee / account holder | $10,467 | $13,783-24.1% | $11,616-9.9% | $11,426-8.4% |